Hiltop Partners LLC

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Hiltop Partners LLC ✚
CRD #	290981
SEC #	801-115255
CIK #
AUM	616.4 M (2026-04-08)
Employees	16 (38% Investors, 6% Brokers)
Phone	574-889-7526
Address	4100 Edison Lakes Parkway Mishawaka, IN 46545
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	635	207.7
(b) Individuals (high net worth individuals)	194	404.2
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	3	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	3	2.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	2	2.5
(n) Other	0	0.0
Total	2,784	616.4
By Discretionary
Discretionary	2,629	600.2
Non-Discretionary	155	16.2
Total	2,784	616.4
By Non-United States Persons
Non-United States Persons		0.5
United States Persons		615.9
Total	2,784	616.4

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail, Research

Comparable Firms	State	AUM
Sovereign Wealth Advisors LLC ✚	TX	625.1 M
Hapanowicz & Associates Financial Services Inc ✚	PA	622.3 M
Capital Planning LLC ✚	WA	617.7 M
Clear Wave Wealth Management LLC ✚	NJ	617.0 M
West Wealth Group LLC ✚	CA	616.7 M
Greenbush Financial Group LLC ✚	NY	616.5 M
Catalina Capital Group LLC ✚	CA	616.3 M
Darwin Wealth Management LLC ✚	FL	614.5 M
Weinand Financial Inc ✚	WA	610.4 M
Wise Planning Inc ✚		610.3 M

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Hiltop Partners LLC

Assets, Funds, Holdings